Zoetis: ~13x P/E, But Still in the Doghouse
Zoetis trades near 13x 2026 guidance after a 31% annual share decline, as Q3 revenue and earnings fell and competition from Elanco intensified.
Saturday, November 14, 2026
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Colin King on X
$HQI going back on the watchlist...
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@jeremie0117 @AurelionRsch You can buy it at a lower fee rate with this secret ticker $SPY
Odd Diligence on X
@youngvibrantman @ConsensusGurus @grok You will get no answer. Everyone hates $AGLT
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$STGW @CorneliaLake Judd riffing on $STGW at min 40….lfg @Mark_Penn @jayleveton @ballan11 @AndrewYAVB @ACapitalLP
Investor Letters
All letters- Gresham House October 2026 EARN $33M
- Asset Value Investors Ltd October 2026 079940 $485M093320 $626M
- 103 Advisory Group October 2026 AMZN $2.9TGOOGL $3.6T
- Robinson Capital Management October 2026
- Sandon Capital — Activist Fund October 2026 CYG FWD $136M
- Minotaur Capital October 2026 META $1.6TAVGO $1.7T
- Bell Asset Management October 2026 CRH $62BEXPGF $34B
- Lakehouse Capital Small Companies Fund October 2026 COGZF $419MFNCHF $512M
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Zscaler CEO and CFO: We have the opportunity of a lifetime
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JR Research 12 clicksPublications we follow
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Sectors
Ordered by how often our editor reaches for them.
